1.
$SoFi Technologies Inc.(SOFI)$ is about to break above $20 pre-market.
It’s just the beginning, growth will accelerate:
- Crypto trade is coming.
- Level 1 options are coming.
- Lending will accelerate with rate cuts.
- They are fixing the credit card business.
$25 before year end is within reach.
2.
Why $Oscar Health, Inc.(OSCR)$ is such a big deal?
The risks are clear and well-known: Expiring subsidies, possible repeal of ACA.
The management expects $2 EPS even if the subsidies expire, so that’s not fatal.
Full repeal of ACA is highly unlikely as it’s now entrenched with more than 40 million people benefiting from programs.
For this risk profile, you get an incredibly asymmetric deal at 8 times 2027 earnings.
It means that, this business will be valued at least 2x-3x of today’s levels in 2027 if it can just stay around.
This is an extremely low threshold.
This is why it’s a big deal.
Image
For whom haven't open CBA can know more from below:
🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!
Find out more here：
Comments